Nelson Capital Management’s Western Union WU Stock Holding History

Nelson Capital Management’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-550	Closed	-$11K	–	276
2018 Q1	$11K	Hold	550	–	–	﹤0.01%	203
2017 Q4	$10K	Hold	550	–	–	﹤0.01%	230
2017 Q3	$11K	Sell	550 -200	-27%	-$3.81K	﹤0.01%	203
2017 Q2	$14K	Buy	750 +200	+36%	+$3.87K	﹤0.01%	201
2017 Q1	$11K	Hold	550	–	–	﹤0.01%	210
2016 Q4	$12K	Hold	550	–	–	﹤0.01%	201
2016 Q3	$11K	Hold	550	–	–	﹤0.01%	205
2016 Q2	$11K	Hold	550	–	–	﹤0.01%	207
2016 Q1	$11K	Hold	550	–	–	﹤0.01%	194
2015 Q4	$10K	Hold	550	–	–	﹤0.01%	196
2015 Q3	$10K	Hold	550	–	–	﹤0.01%	194
2015 Q2	$11K	Hold	550	–	–	﹤0.01%	203
2015 Q1	$11K	Hold	550	–	–	﹤0.01%	203
2014 Q4	$10K	Sell	550 -239	-30%	-$4.14K	﹤0.01%	230
2014 Q3	$13K	Buy	789 +239	+43%	+$4.11K	﹤0.01%	219
2014 Q2	$10K	Hold	550	–	–	﹤0.01%	238
2014 Q1	$9K	Hold	550	–	–	﹤0.01%	212
2013 Q4	$9K	Hold	550	–	–	﹤0.01%	197
2013 Q3	$10K	Hold	550	–	–	﹤0.01%	179
2013 Q2	$9K	Buy	+550	New	+$8.71K	﹤0.01%	186

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nelson Capital Management's WU Position: Q2 2018 in Review

Nelson Capital Management sold out of Western Union (WU) in Q2 2018, closing a stake of 550 shares — an estimated $11K sold.

Nelson Capital Management first reported a position in WU in Q2 2013 and held it in 20 quarters. The position peaked at $14K in Q2 2017. 559 funds tracked by Wall St. Rank hold WU as of Q2 2018.

Nelson Capital Management reported no remaining Western Union position as of Q2 2018 after selling out during the quarter.
Nelson Capital Management sold 550 Western Union shares in Q2 2018, an estimated $11K.
Nelson Capital Management first reported a position in Western Union in Q2 2013 and held it in 20 quarters.
Nelson Capital Management's Western Union position peaked at $14K in Q2 2017.
559 funds tracked by Wall St. Rank held Western Union as of Q2 2018.

Based on Nelson Capital Management's 13F filing for Q2 2018, filed 17 Jul 2018.